格隆汇1月29日丨强达电路(301628.SZ)在投资者互动平台表示，公司1.6T光模块相关产品已完成技术开 发，目前可开展样板生产，相关样板可根据客户需求配合完成各类测试验证。公司将依据下游客户的实 际订单需求，统筹推进后续工作。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司的1.6T光模块研发成果怎么样了？是否通过测 试了？预算什么时候量产？ 强达电路（301628.SZ）1月29日在投资者互动平台表示，公司1.6T光模块相关产品已完成技术开发，目 前可开展样板生产，相关样板可根据客户需求配合完成各类测试验证。公司将依据下游客户的实际订单 需求，统筹推进后续工作。后续如有相关重大进展，公司将严格按照信息披露规则及时公告。 ...

证券日报网讯1月26日，强达电路（301628）在互动平台回答投资者提问时表示，目前南通工厂的各项 建设工作正在有序推进中，预计到今年年中逐步开启投产。 ...

证券日报网讯 1月26日，强达电路在互动平台回答投资者提问时表示，公司服务的活跃客户近3000家， 应用领域广泛。公司PCB产品有应用于航空航天相关领域，目前该领域相关营收占公司整体营收比例较 小，未达到单独披露标准，暂无具体营收占比数据。公司将持续关注航空航天产业发展机遇，依托在高 频高速PCB等方面的技术积累，积极推进相关产品的研发与市场拓展。相关信息请以公司在深交所指定 信息披露媒体发布的公告为准。 （文章来源：证券日报） ...

格隆汇1月26日丨强达电路(301628.SZ)在投资者互动平台表示，公司服务的活跃客户近3,000家，应用领 域广泛。公司 PCB 产品有应用于航空航天相关领域，目前该领域相关营收占公司整体营收比例较小， 未达到单独披露标准，暂无具体营收占比数据。公司将持续关注航空航天产业发展机遇，依托在高频高 速 PCB 等方面的技术积累，积极推进相关产品的研发与市场拓展。 ...

格隆汇1月26日丨强达电路(301628.SZ)在投资者互动平台表示，公司服务的活跃客户近3,000家，应用领 域广泛。公司 PCB 产品有应用于航空航天相关领域，目前该领域相关营收占公司整体营收比例较小， 未达到单独披露标准，暂无具体营收占比数据。公司将持续关注航空航天产业发展机遇，依托在高频高 速 PCB 等方面的技术积累，积极推进相关产品的研发与市场拓展。 ...

Core Viewpoint - The company, Qiangda Circuit, is a leading player in the high-end PCB market, demonstrating strong growth and resilience in the face of industry challenges, driven by its unique competitive advantages and strategic focus on small-batch, high-quality production [1][5][6]. Group 1: Company Overview - Qiangda Circuit, established in 2004, specializes in high-end PCB samples and small-batch boards, recognized as a top 100 enterprise in the electronic circuit industry for three consecutive years from 2022 to 2024 [3]. - The company has nearly 3,000 active clients, including over 100 listed companies, establishing long-term partnerships through rapid response and flexible manufacturing capabilities [3]. Group 2: Financial Performance - In the first three quarters of 2025, Qiangda Circuit achieved a revenue of 706 million yuan and a net profit of 96.32 million yuan, reflecting steady growth [1]. - For the first half of 2025, the company reported a revenue of 456 million yuan, a year-on-year increase of 17.25%, and a net profit of 58.75 million yuan, up 4.87% year-on-year [5]. Group 3: Competitive Advantages - Qiangda Circuit's success is attributed to its "rapid response + flexible production + technological leadership" strategy, which enhances its delivery efficiency [4]. - The company holds 133 authorized patents, including 12 invention patents, and invests significantly in R&D, focusing on cutting-edge technologies such as automotive radar and AI servers [4]. Group 4: Future Outlook - The company plans to expand into high-layer boards and HDI boards while consolidating its position in the high-end sample and small-batch board markets [6]. - With the global PCB industry moving towards high-end and refined products, Qiangda Circuit is well-positioned to capitalize on emerging opportunities in sectors like AI servers and new energy vehicles [5][6].

Group 1 - The core viewpoint of the news is that Qiangda Circuit has shown significant financial performance with a notable increase in revenue and net profit, alongside high financing levels indicating strong market interest [2][3]. Group 2 - As of January 19, Qiangda Circuit's stock price decreased by 0.62%, with a trading volume of 204 million yuan. The financing buy-in amount was 30.28 million yuan, while the financing repayment was 27.12 million yuan, resulting in a net financing buy-in of 3.16 million yuan [1]. - The total financing and securities balance for Qiangda Circuit reached 225 million yuan, accounting for 6.97% of its circulating market value, which is above the 90th percentile level over the past year [1]. - On the short-selling side, there were no shares repaid or sold on January 19, with a short-selling balance of 3,300 shares valued at 326,100 yuan, also exceeding the 90th percentile level over the past year [1]. Group 3 - As of September 30, the number of shareholders for Qiangda Circuit was 13,000, a decrease of 14.74% from the previous period, while the average circulating shares per person increased by 17.29% to 1,446 shares [2]. - For the period from January to September 2025, Qiangda Circuit achieved an operating income of 706 million yuan, representing a year-on-year growth of 20.74%, and a net profit attributable to shareholders of 96.32 million yuan, with a year-on-year increase of 20.91% [2]. Group 4 - Qiangda Circuit has distributed a total of 30.15 million yuan in dividends since its A-share listing [3]. - As of September 30, 2025, the largest circulating shareholder of Qiangda Circuit was Hong Kong Central Clearing Limited, holding 136,000 shares as a new shareholder [3].

Core Viewpoint - The company Strongda Circuit (301628) is actively progressing with its convertible bond issuance plan, which has been approved by the shareholders' meeting, and is focused on the construction of its Nantong facility for producing multilayer boards and HDI boards, expected to commence production in Q2 2026 [1] Group 1 - The company has disclosed its plan for issuing convertible bonds, which will be used entirely for funding its initial public offering projects [1] - The Nantong project aims to achieve an annual production capacity of 960,000 square meters of multilayer boards and HDI boards [1] - The construction of the Nantong project is progressing smoothly, with the first batch of production expected to be operational by the second quarter of 2026 [1] Group 2 - The company has assured investors that the approval timeline for the convertible bonds will not affect the production schedule of the Nantong project [1] - The company is committed to coordinating resources effectively to ensure the project meets its production timeline [1]

Group 1 - The core viewpoint is that the recovery in downstream demand for PCBs is positively impacting the company's production capacity utilization and order volume [2] - The company is focusing on high-end samples and small batch production, which is contributing to an increase in production capacity utilization [2] - The overall industry sentiment is improving, leading to an increase in orders for the company, which is now meeting customer demands for "variety, small batches, high quality, and fast delivery" [2]